A Special Trust for a Special Need
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group...
top of page
Search
Matthew Barks
- May 3
- 5 min
Protect Your Income And Family With This Type Of Insurance
If you're unable to work for an extended period of time, a long-term disability insurance policy could help pay the bills. As you...
9 views0 comments
Matthew Barks
- Apr 26
- 4 min
Type of Insurance Everyone Needs and Why It's So Important
It's likely you'll make over $2 million during your working years. That's something worth insuring, and disability insurance is the way...
1 view0 comments
Matthew Barks
- Apr 4
- 7 min
Should You Choose a Policy With Accelerated Living Benefits?
This is a very important topic. Lots of policies today offer Accelerated Living Benefits. If you have advanced to the point where you are...
1 view0 comments
Matthew Barks
- Mar 28
- 8 min
Finding Healthy Balance Between Long Term Care Planning and Taxes
Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern — reducing...
0 views0 comments
Matthew Barks
- Mar 20
- 8 min
Reasons Why Some Accountants Prefer IUL Instead of Mutual Funds
It’s not just about the death benefit. Have you heard about the remarkable savings vehicle that offers the appeal of market-linked gains...
25 views0 comments
Matthew Barks
- Mar 13
- 9 min
Earlier You Plan for Long Care The Better
In early June, a 102-year-old South Carolina woman made headlines with her secret to a long life: minding her own business. While most of...
4 views0 comments
Matthew Barks
- Mar 3
- 6 min
Outdated 4% Rule Doesn't Allow You To Maximize Your Income in Retirement
I’m straying a little bit from The Double Play theme in this post. I want to cover a quick but very useful topic: “How much savings do I...
6 views0 comments
Matthew Barks
- Feb 22
- 8 min
Uncommon Strategy To Using Life Insurance To Pay Off Debt
This post is about leveraging the cash value of a maximum over-funded life insurance policy to payoff high-interest rate credit card...
23 views0 comments
Matthew Barks
- Feb 15
- 7 min
Tax-Free Retirement Income using a LIRP (Life Insurance Retirement Plan)
Understanding LIRPs or Life Insurance Retirement Plans has become a very important financial tool when planning for how much income my...
14 views0 comments
Matthew Barks
- Feb 9
- 9 min
How to Lock In Income for Retirement
Guaranteed income for life, and the peace of mind that comes with it, is within reach. Here's how. Most retirement plans blend hard work...
5 views0 comments
Matthew Barks
- Jan 31
- 5 min
How To Create Ways To Generate Lifetime Income In Retirement
The thinking in retirement in having the most net worth is a past way of thinking. As Dr. Robert C. Merton an American Economist said,...
10 views0 comments
Matthew Barks
- Jan 19
- 3 min
Retiring in Risky Times Requires Protection from a Volatile Market and Interest Rates
If you had planned on retiring now, or you just retired, you’re probably nervous about the current economic climate. But with the right...
8 views0 comments
Matthew Barks
- Jan 11
- 6 min
Why Everyone Should Consider an IUL to Increase Retirement Income
Many companies have started offering indexed universal life insurance (IUL) to their customers for implementing an IUL retirement...
4 views0 comments
Matthew Barks
- Jan 2
- 4 min
Why the 4% Withdrawal Rule Is Wrong
If you think it’s because retirees should withdraw less than 4% to make their nest eggs last, that's not quite it. In fact, maybe they...
33 views0 comments
Matthew Barks
- Dec 14, 2022
- 2 min
Why Indexed Universal Life Insurance Might Be New 401(k)
Investors are always looking for ways to outpace the current rate of inflation. That's why so many seeking to do so are now putting their...
20 views0 comments
Matthew Barks
- Oct 12, 2022
- 4 min
Does Life Insurance Deserve a Place in Your Retirement Portfolio?
For many people, it could be worth looking into. But make sure you understand the pros and cons, what you’re paying and what you’re...
14 views0 comments
Matthew Barks
- Aug 29, 2022
- 7 min
Tax-free Retirement Income Planning With Life Insurance
In this post I’m going to revisit Tax-free Retirement Planning with Life Insurance. These are also known as Life Insurance Retirement...
7 views0 comments
Matthew Barks
- Aug 17, 2022
- 4 min
Is Your Retirement Plan Missing an Essential Piece?
Long-term care is a major risk that many financial advisers just aren’t talking about with their clients. Here’s why and some creative...
22 views0 comments
Matthew Barks
- Jun 22, 2022
- 5 min
7 Reasons Why Every Retirement Plan should include Indexed Universal Life Insurance
A 50% loss in the S&P 500 occurred from late 2007 to March 2009. Trillions of US$ were wiped out. It was the biggest loss since the Great...
7 views0 comments
bottom of page